The European Union’s General Data Protection Regulation (GPDR) kicks in later this month on May 25th. We have been preparing for it and wanted to share what we’ve been doing and what it means for you.

First, the GDPR makes a distinction between data Controllers and Processors. You, our users, are Data Controllers. You determine what personal information you want to collect and how and where it is stored and processed. That makes us the Data Processor. We store the personal data that you collect and allow you to search and retrieve it.

If you’re not already, you’ve probably thought about using a CRM to manage your leads and deals, haven’t you? Organization is a good thing, and some discipline might help close some of your leads, turning them into deals.

Some CRMs won’t let you restrict visibility to a user’s leads, leaving them open for the whole team to view. We have you covered there, and always have. You can assign a lead to a user, and users can only see leads assigned to them.

But what about sales managers, compliance, or some non-sales person in your group that needs to see what’s going on with a particular lead?

We’ve added a new feature called Followers where you can grant restricted access on a lead-by-lead basis to other users in your account.

You’ll see a box on the right side of the contact’s page with a list of the users in your account. Check the box and they’ll be able to see the lead as well, even if they’re not assigned. They won’t be able to edit or delete any information from the record, just view it.

We’ve just added the ability to set up multiple events for your Autopilot triggers.

In this example, we can isolate a lead that registered on the website from a particular form that hasn’t had it’s status changed from New after 49 days have its status automatically changed to Lost and get an auf wiedersehen email.